Filed June 13, 2022 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,128 | $109,359-22.2% | $162,177-47.5% | $72,975+16.7% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 16.17% | 25.46%-9.3pp | 115.60%-99.4pp | 81.01%-64.8pp |
| Employer contribution / active EE | $1,819 | $3,907-53.5% | $5,613-67.6% | $2,440-25.5% |
| Participant deferral / active EE | $3,108 | $5,481-43.3% | $7,297-57.4% | $3,608-13.8% |
| Admin fee / account holder | $917 | $7,972-88.5% | $10,843-91.5% | $5,124-82.1% |